-
How to create an auto incrementing number based upon checkbox
Hi everyone, I have a smartsheet where each row represents an "installation". One of the columns is called "Gone Live" and is of a type checkbox. I have created another column entitled "Number of Installs this year". In this column, I want to create a formula that checks the "Gone Live" field, and if the checkbox is…
-
Linking action items to project tasks
Hello everybody, first time poster. I've searched the forum to find a solution, but I wasn't successful, so decided to create my own post. I'm new to smartsheet, so would appreciate help in getting a solution for my workflow I have a project sheet, with task names, start & finish dates, predecessors (dependencies enabled),…
-
Detecting Cell Changes, Modifying other cells on update.
Hey guys. So, I'm curious if there's a way to do something. I want to detect certain changes in a cell, and modify another cell based on the date those changes occur. The goal here is to automate the entry of dates of completion. I've thought about entering the following formula in a date cell: =IF([% Complete]2024 = 1,…
-
Production/task management with sales order taking
We are a small custom sign manufacturing company. Our clients can order any number of products at a time ranging from small items to custom furniture. All have a similar start to finish process with some customization along the way. We would like sales reps to be able to enter orders directly into a page with details on…
-
If and date functions; sorting rows by priority
Hi, I am attempting to create a task priority column that is using the Harvey Balls (red, yellow, green and gray). I am wanting these to automatically change to: 1. Gray - if the date today is grater than 60 days from my due date column or if my status column has been changed to "Complete" 2. Green - if the date today is…
-
Number of Days Ticket is Open
Hello all. I am a newbiw to Smartsheet, and I'm having trouble correctly adding a formula to one of my sheets. I have a repair sheet with a column that shows the date the ticket was created and a column that is labled number of days open. How can I have this column automatically display the number of days the ticket is…
-
Link if?
Hello! Is there a way to link cells, or even just copy cell/row info, if a specific criteria is met? I am new to Smartsheet and haven't been able to find anything to do this. This is the situation: I am using a webform to create Purchase requests. I have approvals set up. Once the request has been APPROVED, I want specific…
-
Predicting a Date based on what type in as I complete a step
The first column are the dates I complete a task. The fourth column are how many days I have to complete the task. I'm trying to predict the completion date as I enter the dates in the first column. The expected completion date will move up or down depending whether or not I finish the task on time or a few days earlier.…
-
Copying column headings and layout from one sheet to a new one
Good morning all We've had a message pop up stating that we've reached our quota for one of the sheets we're using. I'd like to be able to quickly replicate the sheet again on another new sheet, along with the form we use, colour scheme, and current layout. Is this possible?
-
Formulas // How to set up one sheet writing to another
I created a project request form for one of my team members -- others on the team enter a request by filling out the form, and so the sheet becomes his workload queue. Another team member has a schedule on a separate sheet with some items assigned to the same resource. She asked if there is a way that if she selects his…